Cameron Adams is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2021 and previously spent six years at Citi Bank. Adams also serves as an OCS instructor in the Idaho Army National Guard, a role he has held since 2008. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as group annuity contracts and bank deposit sweep options.

Ryan Ucol is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and having two years of industry experience. He has worked at Wells Fargo Bank since 2015 and joined Wells Fargo Clearing in 2023. Outside of advising, he owns and operates a mobile notary public business and runs a food delivery service in Oregon. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.